Is there a way of transfering invoices from one Reckon file to another?
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Tanya_7013831
Member Posts: 1 ✭
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Not without some middle ware. Nope.1
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Hi Tanya,
As far as I am aware...nope, you cannot create an invoice in one company file and then enter it as a bill in another...
unless you use a third party program...
The program I have heard of being used the most is Zed Access, which can export/import most transactions and lists from RA.
I am sure there are others but I am not aware of them.
cheers
Angie Carlyle0 -
That's right Angie. The guy's name is Steve Batten. He's been around for ages. You're right there may be others but I haven't heard of them. Of course I've only been using Reckon for 15 years. Years ago there used to be an odbc connector. I can remember seeing it at one of the conferences. I think support for it may have dropped off somewhere along the way. I imagine it would not be the kind of job you would undertake lightly. You would need to do your homework.0
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Oh and the program is called Zed Axis.0
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Hi Tanya
The short answer is Yes!.
If you can send me some details via email, I can give you some options depending on what your requirements are. It is possible to both transfer invoices as a total only (useful if you need to have open invoices at 30th June), or to transfer the entire invoice.
Graham Boast
Reckon Accredited Consultant
graham@reckonhelp.com.au
www.reckonhelp.com.au/remotesupport.htm
Graham Boast | 0409 317366 | graham@reckonhelp.com.au
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Graham mate, tell me more. You can't export invoices can you? And you can only import them with a hwole lot of messing around in Excel. I know. I've tried it. Or are you talking about one of the third part add ons? Please, share!0
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Kevin
You forget that I am a Jedi Master.
GrahamGraham Boast | 0409 317366 | graham@reckonhelp.com.au
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Graham mate I'm an atheist. So are you using the odbc connector or what?0
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Karl Irving has a third party utility called Data Transfer Utility, and for what it does it is worth every penny you pay for it. I have used it for years and it works beautifully
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